Opes Wealth Management LLC: IDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on IDEV, newest first. How the timeline and the estimate are built.
Opes Wealth Management LLC held 3,124 IDEV shares at 2026-03-31 per its 13F-HR filed 2026-04-29.
the latest 13F is the newest step
- period ended2026-03-3113F 3,124 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $261,073.
13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,124 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $257,668.
13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,124 sharesChange vs previous 13F -1 shares
0.04% of the 13F portfolio, value $250,451.
13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,125 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $237,625.
13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,124 sharesChange vs previous 13F -384 shares
0.04% of the 13F portfolio, value $215,212.
13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,508 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $226,161.
13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,508 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $248,472.
13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,508 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $230,265.
13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).